BRISTOL JOHN W & CO INC /NY/ Q1 2021 Filing

Filed April 27, 2021

Portfolio Value

$4.9T

Holdings

89

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (89 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,068,107$251.8B5.15%
2
AMZNAMAZON COM INC
78,613$243.2B4.97%
3
MAMASTERCARD INCORPORATED
497,875$177.3B3.62%
4
FDXFEDEX CORP
609,407$173.1B3.54%
5
JPMJPMORGAN CHASE & CO
1,115,046$169.7B3.47%
6
METAFACEBOOK INC
529,932$156.1B3.19%
7
TMOTHERMO FISHER SCIENTIFIC INC
328,428$149.9B3.06%
8
TXNTEXAS INSTRS INC
756,910$143.0B2.92%
9
CHTRCHARTER COMMUNICATIONS INC N
228,121$140.8B2.88%
10
GOOGALPHABET INC
66,665$137.9B2.82%
11
NKENIKE INC
979,959$130.2B2.66%
12
UNPUNION PAC CORP
590,810$130.2B2.66%
13
PGRPROGRESSIVE CORP
1,347,827$128.9B2.63%
14
AAPLAPPLE INC
1,014,851$124.0B2.53%
15
UNHUNITEDHEALTH GROUP INC
332,613$123.8B2.53%
16
CMCSACOMCAST CORP NEW
2,241,258$121.3B2.48%
17
BKNGBOOKING HOLDINGS INC
51,194$119.3B2.44%
18
BDXBECTON DICKINSON & CO
484,555$117.8B2.41%
19
APDAIR PRODS & CHEMS INC
383,798$108.0B2.21%
20
SPGIS&P GLOBAL INC
303,931$107.2B2.19%
21
JNJJOHNSON & JOHNSON
647,906$106.5B2.18%
22
ROPROPER TECHNOLOGIES INC
242,558$97.8B2.00%
23
DGDOLLAR GEN CORP NEW
481,140$97.5B1.99%
24
VRSKVERISK ANALYTICS INC
537,731$95.0B1.94%
25
COSTCOSTCO WHSL CORP NEW
265,387$93.5B1.91%
26
GOOGLALPHABET INC
44,035$90.8B1.86%
27
NFLXNETFLIX INC
166,954$87.1B1.78%
28
TJXTJX COS INC NEW
1,302,133$86.1B1.76%
29
ANETEURARISTA NETWORKS INC
282,989$85.4B1.75%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
322,488$82.4B1.68%
31
ADIANALOG DEVICES INC
509,404$79.0B1.61%
32
CMGCHIPOTLE MEXICAN GRILL INC
55,324$78.6B1.61%
33
DISDISNEY WALT CO
413,645$76.3B1.56%
34
YUMYUM BRANDS INC
691,826$74.8B1.53%
35
WATWATERS CORP
259,751$73.8B1.51%
36
ADBEADOBE SYSTEMS INCORPORATED
148,532$70.6B1.44%
37
WDAYWORKDAY INC
274,529$68.2B1.39%
38
T7DTRANSDIGM GROUP INC
112,263$66.0B1.35%
39
PEPPEPSICO INC
463,774$65.6B1.34%
40
ECLECOLAB INC
304,046$65.1B1.33%
41
NVSNNOVARTIS AG
751,044$64.2B1.31%
42
ROSTROSS STORES INC
477,035$57.2B1.17%
43
CRCCANADIAN NAT RES LTD
1,681,306$51.9B1.06%
44
ISRGINTUITIVE SURGICAL INC
67,850$50.1B1.02%
45
GWREGUIDEWIRE SOFTWARE INC
358,655$36.5B0.75%
46
BRK-BBERKSHIRE HATHAWAY INC DEL
12$4.6B0.09%
47
IBMINTERNATIONAL BUSINESS MACHS
29,330$3.9B0.08%
48
MRKMERCK & CO. INC
23,834$1.8B0.04%
49
GLWCORNING INC
42,160$1.8B0.04%
50
7HPHP INC
50,000$1.6B0.03%
51
ABTABBOTT LABS
12,917$1.5B0.03%
52
INTCINTEL CORP
23,151$1.5B0.03%
53
LOWLOWES COS INC
7,380$1.4B0.03%
54
COPCONOCOPHILLIPS
25,000$1.3B0.03%
55
DEDEERE & CO
3,000$1.1B0.02%
56
PSXPHILLIPS 66
12,500$1.0B0.02%
57
SYYSYSCO CORP
12,104$953.0M0.02%
58
DOWDOW INC
14,101$902.0M0.02%
59
BKBANK NEW YORK MELLON CORP
18,887$893.0M0.02%
60
HPEHEWLETT PACKARD ENTERPRISE C
50,000$787.0M0.02%
61
IFFINTERNATIONAL FLAVORS&FRAGRA
5,318$742.0M0.02%
62
MMM3M CO
3,692$711.0M0.01%
63
BMYBRISTOL-MYERS SQUIBB CO
11,070$699.0M0.01%
64
GPCGENUINE PARTS CO
5,906$683.0M0.01%
65
MCDMCDONALDS CORP
2,952$662.0M0.01%
66
MCXMCCORMICK & CO INC
7,380$658.0M0.01%
67
CTVACORTEVA INC
14,101$657.0M0.01%
68
ILMNILLUMINA INC
1,585$609.0M0.01%
69
PCHPOTLATCHDELTIC CORPORATION
11,073$586.0M0.01%
70
PHGKONINKLIJKE PHILIPS N V
10,202$582.0M0.01%
71
NSCNORFOLK SOUTHN CORP
2,000$537.0M0.01%
72
WYWEYERHAEUSER CO MTN BE
14,761$525.0M0.01%
73
AXPAMERICAN EXPRESS CO
3,670$519.0M0.01%
74
DDDUPONT DE NEMOURS INC
6,694$517.0M0.01%
75
DALDELTA AIR LINES INC DEL
9,390$453.0M0.01%
76
MDLZMONDELEZ INTL INC
7,500$439.0M0.01%
77
KMBKIMBERLY-CLARK CORP
2,952$410.0M0.01%
78
PFEPFIZER INC
11,070$401.0M0.01%
79
DDOMINION ENERGY INC
5,000$380.0M0.01%
80
SNYSANOFI
7,000$346.0M0.01%
81
AMGNAMGEN INC
1,362$339.0M0.01%
82
MLMMARTIN MARIETTA MATLS INC
1,000$336.0M0.01%
83
BSXBOSTON SCIENTIFIC CORP
8,000$309.0M0.01%
84
ADPAUTOMATIC DATA PROCESSING IN
1,491$281.0M0.01%
85
GEGENERAL ELECTRIC CO
20,000$263.0M0.01%
86
CLCOLGATE PALMOLIVE CO
3,000$236.0M0.00%
87
EXPDEXPEDITORS INTL WASH INC
2,000$215.0M0.00%
88
CNRCANADIAN NATL RY CO
1,824$212.0M0.00%
89
BACVERIZON COMMUNICATIONS INC
3,500$204.0M0.00%